At a Glance
- Tasks: Lead business analysis for exciting financial services and tech projects.
- Company: Join Isio, a progressive advisory firm with a fresh perspective.
- Benefits: Flexible work options, career development, and a supportive culture.
- Other info: Embrace growth opportunities in a dynamic and inclusive environment.
- Why this job: Make an impact by translating business needs into effective tech solutions.
- Qualifications: 5+ years in business analysis within financial services or tech.
The predicted salary is between 51750 - 63250 £ per year.
- Lead business analysis activities across complex financial services and technology projects.
- Work with stakeholders to understand business objectives, processes, pain points and opportunities for improvement.
- Translate business needs into clear, structured and actionable requirements.
- Produce high-quality business requirements documents, user stories, process maps, functional specifications and acceptance criteria.
- Facilitate workshops and stakeholder discussions to establish and prioritise requirements.
- Identify dependencies, risks, assumptions and potential impacts across business and technology functions.
- Challenge existing processes and identify opportunities for automation, simplification and operational efficiency.
We are looking for an experienced Senior Business Analyst to join our Wealth team at Isio.
This is an exciting opportunity for someone with a strong background in financial services and/or technology who enjoys working at the intersection of business, investment and technology.
The successful candidate will have at least 5-10 years' experience working within financial services, Fin Tech, technology or a related environment, with a strong track record of analysing complex business processes and translating business needs into effective technology solutions.
An understanding of Model Portfolio Services (MPS), investment management or portfolio management would be highly advantageous.
We are looking for someone with the right analytical mindset, financial services experience and ability to learn quickly.
The successful candidate will have the opportunity to develop their knowledge of MPS and the investment management lifecycle on the job.
- 5+ years' experience as a Business Analyst within financial services, Fin Tech, investment management, wealth management or a related technology environment.
- Experience working with technology and software development teams.
- Excellent stakeholder management and communication skills.
- Ability to understand complex business processes and translate them into practical technology solutions.
- Understanding of investment concepts including: Asset allocation; Funds and securities; Portfolio construction; Rebalancing; Portfolio performance; Trading and transactions; Investment data
- Proven experience gathering, analysing and documenting complex business requirements.
- Understanding of the full software development lifecycle.
- Experience working in an Agile environment.
- Strong analytical and problem-solving skills.
- Comfortable working independently and managing multiple priorities.
Desirable Experience
- Experience working for a Fin Tech, wealth management, investment manager, asset manager or financial technology provider.
- Experience with MPS platforms, portfolio management systems or order/trading systems.
- Understanding of adviser, wealth manager or discretionary investment management workflows.
- Experience working with financial/investment data.
Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.
We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team.
We call it the Isio Attitude.
We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.
Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you.
We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark.
Isio is a place to realise your potential and build a career with impact.
You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.
About Isio A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.
Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices.
With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.
Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential.
We invest in our services, products and technology, and provide clear, expert solutions for our clients.
This brings clarity, confidence, and better outcomes for everyone.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference.
We uphold the values of respect, fairness, and inclusion in our actions and decisions.
We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you.
Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO. com
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Business Analyst in City of Westminster employer: Isio
Isio is an excellent employer that prioritises employee growth and development, offering comprehensive training for those new to the pension fund accounting industry. With a hybrid workstyle and a collaborative culture across multiple UK offices, employees enjoy a supportive environment that fosters meaningful contributions to over 350 client accounts. The company values work-life balance and provides unique opportunities for professional advancement in a dynamic sector.
StudySmarter Expert Advice🤫
We think this is how you could land Business Analyst in City of Westminster
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Isio!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Business Analyst in City of Westminster
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Isio, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Isio
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Isio’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
